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Strategic Advisers Income Opportunities Fund (FPIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.57+0.04 (+0.47%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.81%
5-year average return3.63%
Number of years up12
Number of years down4
Best 1-yr total return (2 May 2024)53.83%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return53.83%
Worst 3-yr total return-0.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPIOXCategory
YTD0.91%3.62%
1-month-0.96%1.08%
3-month0.77%2.50%
1-year8.37%14.69%
3-year1.62%6.16%
5-year3.47%6.21%
10-year3.79%5.48%
Last bull market9.95%11.96%
Last bear market-9.69%-7.27%

Annual total return (%) history

Year
FPIOXCategory
2024
N/AN/A
2023
12.42%N/A
2022
-10.53%N/A
2021
5.72%N/A
2020
5.24%4.91%
2019
14.76%12.62%
2018
-3.58%-2.59%
2017
8.19%6.47%
2016
13.83%13.30%
2015
-4.08%-4.01%
2014
1.79%1.11%
2013
8.06%6.90%
2012
15.23%14.67%
2011
2.02%2.83%
2010
15.32%14.24%
2009
53.83%46.70%
2008
-27.56%-26.41%
2007
N/A1.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.89%N/AN/AN/A
20233.61%1.55%0.31%6.51%
2022-3.89%-9.69%-0.65%3.76%
20211.05%2.86%0.96%0.74%
2020-13.53%9.72%4.63%6.00%
20197.61%2.47%1.29%2.75%
2018-0.94%0.84%2.15%-5.51%
20172.72%2.02%2.27%0.95%
20162.12%3.91%5.18%2.00%
20152.42%0.41%-4.72%-2.11%
20142.97%2.71%-2.21%-1.57%
20133.15%-1.41%2.29%3.89%
20125.99%0.95%4.36%3.20%
20114.11%0.32%-7.88%6.03%
20104.70%-1.11%6.77%4.31%
20094.14%20.39%15.32%6.40%
2008-3.93%2.72%-8.81%-19.51%
2007-1.08%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month63
3-month34
1-year52
3-year40
5-year41

Load adjusted returns

1-year8.37%
3-year1.62%
5-year3.47%
10-year3.79%